Unify customer and finance data
Connect sales, service, and financial processes without duplicate systems.
Cloud ERP and CRM with intelligent insight.
CODE7 implements Dynamics 365 and Power BI so finance, sales, service, and operations share one reliable source of truth.
What changes with Dynamics
One Microsoft stack. Clearer decisions. Faster execution.
Connect customer and finance data, automate the busywork, and put living dashboards in front of leadership.
Decide with Power BI
Turn operational data into clear dashboards your leadership can act on.
Scale in the cloud
Grow users, companies, and workflows without rebuilding your foundation.
Capabilities we implement
Dynamics modules shaped for business outcomes.
Customer & growth
- Sales
- Customer Service
- Marketing
- Commerce
Finance & delivery
- Finance
- Supply Chain
- Project Operations
- Field Service
Intelligence & control
- Power BI
- Power Automate
- Integrations
- Security & Roles
Power BI at the center
See the business as it actually moves.
We wire Dynamics data into living dashboards—so finance, sales, and operations stop arguing over spreadsheets and start acting on the same numbers.
CODE7 delivery
From Microsoft platform to working business system.
- Solution designAlign Dynamics apps with your finance, CRM, and operations model.
- ConfigurationProcesses, security, reporting, and automation tailored to your teams.
- MigrationClean, validated data moves with clear cutover planning.
- AdoptionTraining, support, and continuous improvement after go-live.
Need clarity on Dynamics?